Position Overview

Mindful Tax is seeking detail-oriented Tax Preparation Experts to partner with us on a flexible, remote basis. As a contractor, you will prepare individual and/or business client tax returns leveraging our secure client portal and software. You maintain control over your workflow and communication, ensuring compliance and offering expert guidance to your clients.

This opportunity is ideal for tax professionals who value autonomy, enjoy managing their own client interactions, and are skilled in the latest tax law changes.

Compensation

Clients sourced by Mindful Tax: 50/50 fee split

Clients you bring: Separate/negotiable fee split

We provide: Access to professional tax software, secure client portal for all communications and document exchange

Primary Responsibilities

Exclusively communicate with clients through the Company’s designated portal.

Collect, review, and verify client documents to ensure accurate tax return preparation.

Prepare and e-file federal, state, and local tax returns in compliance with IRS Circular 230 and professional standards.

Provide tax advisory and planning services as agreed in writing with Mindful Tax.

Respond thoroughly to client questions and guidance requests related to tax returns you’ve prepared.

Conduct and document a final review of each tax return (via live or recorded session) prior to submission.

Confirm filing completion to the client and/or Company as required.

Assist with IRS or state audits related to returns you’ve prepared, upon request.

Requirements

Valid PTIN (Preparer Tax Identification Number)

Background check (required prior to engagement)

Agree to exclusive use of Company-supplied client portal for all communications/files

Notify Company before conducting any work outside the United States

EFIN (Electronic Filing Identification Number) – optional/negotiable

Preferred: Enrolled Agent (EA) designation 

Ability to maintain strict confidentiality and data security standards

Working Arrangement

Contractors retain control over their work process and hours

All work is performed under a 1099 independent contractor agreement

There is no employer/employee relationship; Mindful Tax will not direct or control your work

Remote work with flexible scheduling, based on your client load and availability.

Interested? Submit your resume, PTIN verification, and any relevant credentials to our Mindful Tax Work Interest Form We look forward to collaborating with professionals committed to ethical, high-quality tax preparation.